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How Do I Share a Document Template With Another Property in my Chain?
How Do I Share a Document Template With Another Property in my Chain?
Updated over a week ago

Related Questions:

  • Send my Document Template to another organization

  • Share my templates with someone else

  • Copy document template from organization to chain
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Procedure:

These tasks must be completed by a Chain Administrator.

  1. Click on your name at the top-right of Event Temple

  2. Select Multi Organization.

  3. Click on Settings

  4. Click on Templates > Document Templates

  5. Using the Organization filter Select the Organization that owns Document

  6. Find the Document in the list

  7. Click the Clone button at the right side of the Document in the list

  8. Click OK

  9. scroll to Permission at the top of the Document

  10. Click on Chain

  11. From the dropdown generated, select the Organization you wish to connect the Document to

  12. Click Save

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